Ogorek Wealth Management, LLC

Ogorek Wealth Management, LLC is a registered investment advisor established in November 2001 in New York. The firm offers advisory services to individuals, families, businesses, retirement plans, trusts, estates, charitable organizations, and non-profit organizations. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. The investment approach includes constructing portfolios with mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds tailored to meet clients' goals. Financial planning services cover goal setting, investment philosophy, financial independence, investment guidelines, risk management, income tax review, and estate planning review. Clients are generally required to enter into an Investment Management & Planning Agreement with OWM, with annual investment advisory fees based on a percentage of assets under management. OWM primarily allocates client assets among individual equity, debt securities, mutual funds, and ETFs on a discretionary basis. The firm does not participate in a wrap fee program and does not accept compensation from the sale of securities or other investment products. The firm's Chief Compliance Officer, Anthony Ogorek, oversees the implementation of policies and procedures to ensure compliance with regulatory requirements. Clients receive account reviews on an ongoing basis, and monthly written account statements directly from the custodian. OWM does not accept proxy-voting responsibility for clients and does not share personal information for marketing purposes. Clients can limit the sharing of their personal information by contacting the firm.